Dimensional SMAs: The Next Dimension in Customized Investing

What does the future of personalized investing look like? Introducing dimensional separately managed accounts. The next dimension in customized investing. With dimensional SMAs, investors can go beyond indexing and directly own a broad portfolio of individual securities in an account tailored to their personal needs and preferences. Advisors work with their clients to design a custom solution built on Dimensional extensive experience adding value over index approaches. Advisors can personalize the account to address each client's unique situation. Like transitioning existing holdings in a tax efficient way. Providing ongoing tax management across all holdings and maximizing opportunities for charitable giving Personalization can also mean making adjustments to avoid too much concentration in a single stock or sector, which might be especially helpful for investors who have a large amount of financial or human capital in a particular security or sector. And an SMA can also be personalized to align with an investor's environmental, social, and governance values. For example, a portfolio can exclude stocks of companies that are high emitters of greenhouse gases. As with other dimensional investment solutions, RSMs target higher expected returns in a flexible, diversified, low cost way. That's the hallmark of dimensional investing. And what sets us apart from indexing. Advisors will manage client SMAs through a powerful, dynamic, and intuitive online UMA platform that allows them to design, onboard, and monitor client accounts with ease. That means advisors can spend less time managing data and operations and more time helping clients pursue their investment goals. Harness the power of dimensional SMS. The next dimension in customized investing.